I work with individuals, families and business owners to help them put clear, practical plans in place for the future. Much of my work focuses on wealth and succession planning, and I find it especially rewarding helping people make decisions that protect their family, their business and the assets they have worked hard to build.
I advise on all aspects of private client work, including wills, trusts, lasting powers of attorney and estate administration. I regularly support high‑net‑worth individuals and families, particularly where estates include business or agricultural assets, helping to structure arrangements in a way that is both tax‑efficient and workable in practice.
Trusted Legal Guidance, Made Simple
A key part of my role involves lifetime planning, managing exposure to capital taxes, and setting up and administering trusts. I take a pragmatic, friendly approach, spending time understanding what matters most to my clients and providing clear, tailored advice. I also work closely with other professional advisers to ensure a joined‑up approach to long‑term planning.
I am a full member of the Society of Trust and Estate Practitioners (STEP), reflecting my commitment to high technical standards and ongoing professional development.
I am Full Member of the Society of Trust and Estate Practitioners (STEP), holding the internationally recognised TEP (Trust and Estate Practitioner) designation.
Full STEP membership is the highest level of STEP membership and is reserved for practitioners who have demonstrated both substantial experience and specialist knowledge in trusts and estates.
It requires practitioners to meet rigorous qualification and experience requirements and to maintain high standards of professional conduct and continuing professional development.
For my clients, this means you are not simply instructing a solicitor who deals with wills and estates; you are choosing a specialist trust and estate practitioner with a breadth and depth of knowledge focused specifically on the complexities of succession, trusts, estate administration and related tax matters. My STEP qualification complements my legal training, giving me a broader perspective when advising individuals and families on how best to protect, manage and pass on their wealth.
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